Saving a full workday every day for a property services firm.
A boutique legal services firm dealing with high-volume enquiries and document handling was spending over 6 hours a day on repetitive manual tasks.
The problem
Staff were spending over 6 hours per day manually researching enquiries, copying information into the CRM, preparing documents, and filing them. This repetitive workload was slowing down response times and creating real risk of human error in a compliance-sensitive environment.
The business needed a system that could handle the entire intake process without anyone touching it — while maintaining the audit trail required for their work.
The solution
We designed an end-to-end automation framework covering every step of the intake process.
- n8n scraping and enrichment to automatically pull and clean incoming enquiry data
- CRM routing via HubSpot so leads were instantly organised by type and priority
- Document automation to generate templated Word and PDF files without staff input
- SharePoint archiving for secure, organised cloud storage
- Audit trails and alerts to maintain compliance and oversight throughout
The results
OUTCOMES
6 hours saved daily
An entire workday of repetitive tasks eliminated. The team no longer touches the intake process at all.
£6,000 per month
The equivalent staff cost saved every month, freeing resource for high-value client work instead of admin.
Zero compliance risk
Every document, filing, and action is logged automatically. Audit trails are maintained without anyone thinking about it.
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